Optivian vs Scratchpad: Pricing and Ratings Compared (2026)
Entry prices and free plans as read on each vendor's pricing page, and user ratings as published on review sites, for Optivian and Scratchpad side by side. This page compares data; it is not a hands-on review.
On the data: On the data below the two are close or not directly comparable, so we do not name a winner for this pair.
Short on time? Here's the quick answer
Based on published vendor pricing and features and on public review data, here's who should pick what:
Optivian
Keep deal records current with AI briefs, follow-ups, alerts, and CRM updates
Best for you if:
- • B2B sales teams with multi-stakeholder deals on Salesforce, HubSpot or Pipedrive
Scratchpad
The AI workspace for sales that removes admin work and boosts productivity.
Best for you if:
- • You want significantly reduces sales admin time (e.g., 455 hours/month saved for one team)
| At a Glance | Optivian | Scratchpad |
|---|---|---|
Starts at | Not published | From $16/user/mo, billed yearly Scratchpad plan |
Category | Sales Intelligence Revenue Intelligence | Transcription AI Assistants |
Rating | n/a | 4.6/5 G2 4.8 · SourceForge 4.3 1,560 reviews |
Free plan | No | No |
Choose Optivian or Scratchpad?
Choose Optivian if
- B2B sales teams with multi-stakeholder deals on Salesforce, HubSpot or Pipedrive
- You want works without a prompt: meeting prep, follow-up drafts and deal alerts arrive on their own in Slack or Microsoft Teams
- You want output is specific to each deal, built from a record of every deal plus the company’s own offering, case studies and sales rules
- You work in sales intelligence, not transcription
Choose Scratchpad if
- You want significantly reduces sales admin time (e.g., 455 hours/month saved for one team)
- You want improves CRM data accuracy and completeness, leading to better forecasting
- You work in transcription, not sales intelligence
In-Depth Analysis
Optivian
Keep deal records current with AI briefs, follow-ups, alerts, and CRM updates
Strengths
- Pro: Works without a prompt: meeting prep, follow-up drafts and deal alerts arrive on their own in Slack or Microsoft Teams.
- Pro: Output is specific to each deal, built from a record of every deal plus the company’s own offering, case studies and sales rules.
- Pro: The rep stays in control: follow-ups are drafts for review, and CRM updates are approved with one tap.
- Pro: Runs alongside existing tools: keeps call recorders like Gong, and gives Claude and ChatGPT the same deal record over MCP.
- Pro: ISO 27001 certified, GDPR compliant, EU-based.
Weaknesses
- Con: Requires Salesforce, HubSpot or Pipedrive. Not for teams without a CRM.
- Con: Built for complex B2B deals. Less value for small teams, transactional sales or outbound-only SDR teams.
- Con: Focused on deals already in the pipeline. Not a prospecting or lead-generation tool.
- Con: Value builds with history: prep and deal health get richer as email and meeting activity accumulates on a deal.
- Con: Best results need email and meetings connected, which means a security review at most companies.
Key features
Scratchpad
The AI workspace for sales that removes admin work and boosts productivity.
Scratchpad's pricing is fair, offering a generous Free tier with 10 hours of call recording and 100 AI credits.
Strengths
- Pro: Significantly reduces sales admin time (e.g., 455 hours/month saved for one team).
- Pro: Improves CRM data accuracy and completeness, leading to better forecasting.
- Pro: Increases seller adoption of Salesforce due to a more user-friendly interface.
- Pro: Provides real-time connection to Salesforce, ensuring data is always up-to-date.
- Pro: Offers AI agents that listen to calls and map updates directly to Salesforce fields.
Weaknesses
- Con: Specific credit usage for AI features might require monitoring for higher usage teams.
- Con: Enterprise features like unlimited AI credits and white-glove services are only available on custom plans.
Key features
Plans and prices: Optivian vs Scratchpad
| Tool | Plans and prices | Source |
|---|---|---|
| Optivian |
| optivian.ai |
| Scratchpad |
| scratchpad.com/pricing read Oct 14, 2026 |
Prices as read on each vendor's own pricing page on the date shown. Plans are listed per tool and are not matched against the other tool's plans: a plan name or price in one column says nothing about the same row in the other. Details on Optivian pricing and Scratchpad pricing.
Key Takeaways
Optivian
- Choose if you want keep deal records current with AI briefs, follow-ups, alerts, and CRM updates
Scratchpad
- Choose if you want the AI workspace for sales that removes admin work and boosts productivity
What the data shows
On the data below the two are close or not directly comparable, so we do not name a winner for this pair.
- Only Scratchpad has a published user rating (4.6/5 from 1,560 reviews); Optivian has none we can show.
- Scratchpad starts at $16/user/mo, billed yearly; Optivian has no public paid plan price on file.
Criteria: user rating (only above 20 reviews on both sides, gap of 0.2 or more), entry price (only on the same billing basis), free plan. How we rate
What Users Say
Scratchpad Reviews
Scratchpad review
Helps capture and organize notes. It also does accurate summaries that are handy while on the go.
Frequently Asked Questions
How do Optivian and Scratchpad compare in 2026?
On the data below the two are close or not directly comparable, so we do not name a winner for this pair. Only Scratchpad has a published user rating (4.6/5 from 1,560 reviews); Optivian has none we can show. Scratchpad starts at $16/user/mo, billed yearly; Optivian has no public paid plan price on file.
What are Optivian and Scratchpad used for?
Optivian: Keep deal records current with AI briefs, follow-ups, alerts, and CRM updates. Scratchpad: The AI workspace for sales that removes admin work and boosts productivity.
What does Optivian cost vs Scratchpad?
Optivian has no public paid-plan price on file. Scratchpad's cheapest paid plan is Scratchpad at $16/user/mo, billed yearly. Prices read on the vendors' pricing pages, latest check Oct 14, 2026.
What's the main difference between Optivian and Scratchpad?
Optivian's main strength: works without a prompt: meeting prep, follow-up drafts and deal alerts arrive on their own in Slack or Microsoft Teams. Scratchpad's main strength: significantly reduces sales admin time (e.g., 455 hours/month saved for one team).